Financial Services - Senior Service Network of Boston South

Financial Services
Ron Baker Jim Yasinski Conway Financial Services 137 Washington St. Norwell, MA 02061 Phone: 781-681-9400 Fax: 781-982-0295 E-mail:rbaker@conway-financial.com www.conwayfinancial.com
Reverse Mortgage Conway Financial Services (CFS), the mortgage division of Jack Conway real estate company, has been assisting South Shore customers since 1994. Our Reverse Mortgage specialists offer personal consulations as well as free informational seminars throughout the area. Finance with confidence-Call Conway Financial Services.

Cindy Bovaird Gina Broderick South Shore Savings Bank 1530 Main Street S Weymouth MA 02190 Phone: 781-337-3000 Fax: 781-335-4619 GBroderick@SSSB.com www.sssb.com
South Shore Savings Bank is a mutual savings bank. We assist seniors with finances and reverse mortgages.

Bob Bowen Poli Mortgage Group 1400 Boston Providence Turnpike Norwood, MA 02062 617-823-2604 Fax: 781-634-0521 Robert.Bowen@Polimortgage.com Poli Mortgage, the second largest privately held mortgage company in New England, is both a lender and a mortgage broker. Borrowers receive an analysis of the current loan and suggested loan programs with the objective being attainment of financial objectives through the mortgage which best suites them.

John Bridges Genworth Financial 15 New England Executive Park 2nd Floor Burlington, MA 01803 508-292-1914 Fax: 508-457-9234 johnbridges@adelphia.net John Bridges is a long term care specialist who provides a resource of information about options for both healthy and health impaired individuals or business owners who want to protect against the risk of long term care.

Denise Bruce American Home Mortgage 45 Braintree Hill Office Park Braintree, MA 02184 Phone: 781-248-5642 Fax: 866-666-9583 E-mail: denise.bruce@americanhm.com www.Americahm.com/Denise.Bruce Providing over 2000 mortgage products and outstanding personal customer service in mortgage financial planning.

Martin D. Cohen Mass Insurance & Financial Service Center Inc. PO Box 388 Taunton MA 02780 Phone: 508-822-1199 Fax: 508 -822-1199 MDCCSA@AOL.COM Our Agency specializes in regular insurance, life, health, dental, disability, annuities for retirement.

Charles DiPirro Boston South Financial Services 160 Old Derby Street Hingham, MA, 02043 Phone: 781-749-1104 Fax: 781-749-1145 Email: cedipirro@verizon.net www.bostonsouthfinancial.com
We advise and assist in Risk Management: Life, Accident, Health Insurance, also long term care and income replacement. We also assist in business succession, portfolio management, investment and annuities. We develop unique and creative strategies for estate planning.

Christine M Fitzsimmons Great American Senior Benefits 167 Pleasant Street Post Office Box 700 South Yarmouth, MA 02664 Phone: 508-685-9893 Fax: 508-619-4841 Email: christinemfitzsimmons@comcast.net www.gafri.com We provide personalized, responsive service in the health, life and financial needs of seniors through asset protection including AARP Medicare Supplement (by United HealthCare Insurance Company), Long Term Care Insurance, Senior Life Insurance, Fixed-Equity Indexed Annuities. Call us for a free consultation.

Susan Grunwald Reverse Mortgage Equity Loan Officer Bank of America 181 Court Street Plymouth, MA 02360 781-812-8845 (cell) 781-934-5254 (tel) susan.k.grunwald@bankofamerica.com Retire in the comfort of your home. The Senior Equity Reverse Mortgage from Bank of America is an exciting way for homeowners, age 62 and older, to enjoy financial security and stability while staying in their home for as long as they’d like.

Meredith Johnson Director of Planned Giving The Salvation Army - Massachusetts Division 25 Shawmut Road Canton, MA 02021 Toll Free: 1-866-338-2769 (ARMY) E-Mail: MLJohnson@USE.SalvationArmy.org http://www.tsalegacy.org
Surprised to find The Salvation Army in this category? Financially savvy philanthropy can create additional income for you and loved ones, save significant taxes (estate, capital gains, income) and provide a generous charitable deduction, all in the context of bringing hope to others through your support of The Salvation Army.

Veva D. Johnson Professional Bookkeeping Services, Inc. 531 Pleasant Street S. Weymouth, MA 02189 Phone: 781-335-4055 Fax: 781-335-1569 E-mail: veva@comcast.net Website: www.professionalbookkeepingservicesinc.com
We help Seniors and or their care givers deal with the financial maze. We provide the following services. Bill pay, sort mail, medical insurance, bank reconciliations, gather year end information for tax person if a return is needed.

Mitch Marcus, CLU 183 Whiting St. Suite 15 Hingham MA 02043 Phone: 781-749-2151 Fax: 781-749-2172 E-mail: mitchmarcusclu@gmail.com
We have been serving the needs of businesses and individuals since 1978. Mitch is an experienced financial specialist who focuses on educating his clients regarding the differences between insurance and investment products and then facilitate in getting them the right product to fit their needs.

Bill McCormick Advanced Mortgage Services 335 Washington Street Norwell, MA 02061 Phone: 339-788-1533 Fax: 781-659-6566 E-mail: bmccormick@ams-loan.com www.ams-loan.com
Reverse Morgage Specialist.

Craig Phillips Senior Equity Financial, Inc. 140 N. Franklin Street, Suite 2-7 Holbrook, Ma 02343 (800) 261-8507 - Toll Free (617) 290-5566 - Cell cphillips@seniorequityfinancial.com www.seniorequityfinancial.com
Assist seniors with home financing solutions concentrating specifically with the Federally Insured Home Equity Conversion Mortgage. This program enables individuals aged 62 or older to convert some of their home’s equity into tax-free cash. Unlike traditional equity loans, no repayment is required until the home is no longer the principal residence.

Virginia M. "Ginny" Polio YES – Your Executive Secretary 6 Porter Avenue, Braintree, MA 02184 Phone: 781-843-5638; Cell: 617-842-7174 E-mail: ginnypolio@gmail.com
YES does bill-paying, balancing of checkbooks, and readying paperwork for tax preparers for seniors at their residences from Dorchester throughout the South Shore. Also, personal errands and local transportation can be provided, as well as friendly visitor services. Bonded, friendly, experienced, flexible, mature, honest. I'm also attaching a photo to be uploaded.

Paul Savery Reverse Mortgage Consultant Wells Fargo Home Mortgage 280 Route 130, Suite B1 Sandwich, MA 02644 Phone: 508-380-7412 Fax: 866-512-7391 Paul.M.Savery@wellsfargo.com www.wellsfargo.com Wells Fargo is the nation's largest provider of Reverse Mortgages and the only AAA rated bank in the USA. From the time of your application, we work with you directly throughout the life of your reverse mortgage. For over 155 years, the Wells Fargo name has stood for reliability and integrity. I look forward to working with you on your reverse mortgage!

Debbie Whitman Ace Bookkeeping Solutions 349 North Ave. #2 Rockland, MA 02370 Phone: 781-799-4671 acebookkeepingsolutions@yahoo.com Service for individuals: We'll write your checks, prepare your stubs and envelopes, all you do is sign the check and mail. Monthly we can reconcile your bank accounts. Businesses: Process receivables, customer payments and payables, print invoices, write checks, reconcile bank accounts. Services can be customized to your specific needs.

Bryan Woodford & Edward Devin Woodford Medicaid Consultants, Inc. 24 Harriet Rd. Abington, MA 02351 Phone: 781-982-6093 Fax: 781-982-2847 E-mail: edevin@woodfordmedicaid.com www.woodfordmedicaid.com Nursing Home Financial Planning We are experts on the complicated rules and regulations regarding Medicaid and the 5 Year Look Back. Skilled nursing facilities across Massachusetts have trusted the Woodford name for over a decade. The sooner you call, the more prepared you will be.